Companhia de Saneamento Basico do Estado de Sao Paulo. - ADR Stock News

Nvidia earnings have cast a light on defensive areas, inducing a sector rotation that may accelerate in the short term. Looking beyond NVDA earnings, an economic environment characterized by slowing growth, persistent inflation, and tariff uncertainty is compelling investors to look beyond overbought tech. This shift favors sectors that offer resilience, stable cash flow, and intrinsic value ov...

Companhia de Saneamento Básico do Estado de São Paulo - SABESP ( SBS ) Q3 2025 Earnings Call November 11, 2025 8:00 AM EST Company Participants Daniel Szlak - CFO, Investor Relations Officer & Member of Executive Board Carlos Leone Piani - CEO & Member of Executive Board Conference Call Participants Guilherme Bosso - Goldman Sachs Group, Inc., Research Division Filipe Andrade - Itaú Corretora d...

Inflation is expected to remain sticky and GDP expected to range between 1.7 to 2.1% in 2026. The U.S. may avoid stagflation, but mild forms are present and may linger. While investors won't likely need to pull out the 1970s-1980s investment playbook, they are wise to consider the best stocks for mild stagflation. Classic stagflation investments include precious metals, consumer staples with pr...

Sabesp's net revenue grew 7.4% YoY, driven by higher volumes and significant tariff adjustments, especially a 20% increase for industrial clients. Operational efficiency soared, with EBITDA margin jumping from 54.9% to 66.1%, thanks to cost cuts and workforce reduction. CapEx surged 178% to meet regulatory targets, yet leverage remains healthy at 1.9x net debt/EBITDA, supporting continued inves...

SABESP operates in a rapidly developing market that offers substantial long-term growth opportunities. Its expanding customer base and increasing water demand support steady revenue expansion. The ongoing privatization process is unlocking significant value by improving operational efficiency and attracting strategic investments. This transition enhances both governance and growth prospects. SA...